ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

108 hedge funds and large institutions have $212M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
31
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$54M
2
F
F3Logic
Minnesota
$12.4M
3
Morgan Stanley
Morgan Stanley
New York
$12.5M
4
AWM
Avior Wealth Management
Nebraska
$1.59M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.34M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$215K
2
LPL Financial
LPL Financial
California
$5.94M
3
SWM
Shelton Wealth Management
Texas
$1.74M
4
IF
Integrity Financial
Wyoming
$85.3K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$83K +$36 +1 +0%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$75.7K – – –
MCC
78
Money Concepts Capital
Florida
$72.2K +$72.2K +2,003 New
TF
79
Tompkins Financial
New York
$70K – – –
HI
80
Harbour Investments
Wisconsin
$64.2K -$29.6K -820 -32%
PA
81
Parallel Advisors
California
$61.6K – – –
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.8K – – –
US Bancorp
83
US Bancorp
Minnesota
$50.1K -$937 -26 -2%
GMA
84
Glassy Mountain Advisors
Maryland
$44.4K +$44.4K +1,231 New
CWP
85
Concord Wealth Partners
Virginia
$35.4K +$35.4K +983 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$29K +$2.1K +58 +8%
AssetMark Inc
87
AssetMark Inc
California
$28.2K – – –
ADL
88
Asset Dedication LLC
California
$25K – – –
William Blair & Company
89
William Blair & Company
Illinois
$23.8K – – –
AIC
90
Archer Investment Corporation
Indiana
$18.4K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$16.9K – – –
MFA
92
McClarren Financial Advisors
Pennsylvania
$16K +$34 +1 +0.2%
BFPW
93
BOK Financial Private Wealth
Colorado
$14.9K – – –
LF
94
Lee Financial
Texas
$12.5K +$36 +1 +0.3%
MA
95
MCF Advisors
Kentucky
$12.4K – – –
NA
96
NewEdge Advisors
Louisiana
$12.2K +$12.2K +851 New
TAIM
97
TD Ameritrade Investment Management
Nebraska
$12K -$39.7K -1,099 -77%
ACA
98
Aptus Capital Advisors
Alabama
$11.2K -$14.3K -398 -56%
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2K -$14.3K -398 -56%
LWA
100
Lowe Wealth Advisors
Maryland
$7.57K – – –
1 2 3
4
5